How much expense ratio is charged by Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth?

The term Expense Ratio used for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is 0.22% as of 08 Feb 2023...

What is the PE and PB ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth?

The PE ratio ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Other
Index
Very High Risk
1M
All
 NAV: 07 Feb 2023₹9.35
Min. SIP amount₹100
RatingNA
Fund size₹17.97Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other Index
Absolute returns
1M3M6MAll
Fund returnsNANANA-4.6%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Holdings (50)NameSectorInstrumentAssets
The Federal Bank Ltd.FinancialEquity5.1%
The Indian Hotels Company Ltd.ServicesEquity5.0%
Varun Beverages Ltd.Consumer StaplesEquity4.9%
Tube Investments Of India Ltd.AutomobileEquity4.9%
TVS Motor Company Ltd.AutomobileEquity4.8%
Trent Ltd.ServicesEquity4.5%
Cummins India Ltd.Capital GoodsEquity3.9%
Canara BankFinancialEquity3.8%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity3.8%
Yes Bank Ltd.FinancialEquity3.5%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2022 - Present
0.22%
31 Dec 2022 - 31 Dec 2022
0.22%
Expense ratio, exit load and taxExpense ratio: 0.22%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementBhavesh Jain
Nov 2022 - Present
View details
Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Regular IDCW
Edelweiss Large Cap Fund Plan B IDCW
Edelweiss Large Cap Fund Plan C IDCW
Edelweiss Large Cap Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund Regular IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct IDCW
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss Arbitrage Fund Regular Growth
Edelweiss Arbitrage Fund Direct Growth
Edelweiss Arbitrage Fund Regular IDCW
Edelweiss Arbitrage Fund Regular Bonus
Edelweiss Arbitrage Fund Direct IDCW
Edelweiss ETF - Nifty 50
Edelweiss Exchange Traded Fund Nifty Bank
Edelweiss Nifty 100 Quality 30 Index Fund Regular Growth
Edelweiss Greater China Equity Off shore Fund Regular Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Regular Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Regular Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Regular Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Regular Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Equity Savings Fund Direct IDCW
Edelweiss Equity Savings Fund Regular IDCW
Edelweiss Equity Savings Fund Direct Bonus
Edelweiss Equity Savings Fund Regular Growth
Edelweiss Equity Savings Fund Regular Bonus
Edelweiss Arbitrage Fund Regular IDCW Monthly
Edelweiss Arbitrage Fund Direct IDCW Monthly
Edelweiss Balanced Advantage Fund Regular IDCW Monthly
Edelweiss Balanced Advantage Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Regular IDCW Monthly
Edelweiss Recently Listed IPO Fund Regular Growth
Edelweiss Recently Listed IPO Fund Regular IDCW
Edelweiss Recently Listed IPO Fund Direct IDCW
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss US Technology Equity FoF Direct Growth
Edelweiss US Technology Equity FoF Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct IDCW
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular IDCW
Edelweiss Nifty 50 Index Fund Direct Growth
Edelweiss Nifty 50 Index Fund Direct IDCW
Edelweiss Nifty 50 Index Fund Regular IDCW
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct IDCW
Edelwei Nifty 100 Quality 30 Index Fund Regular IDCW
Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct IDCW
Edelweiss NIFTY Large Mid Cap 250 Index Fund Regular Growth
Edelweiss NIFTY Large Mid Cap 250 Index Fund Regular IDCW
Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct Growth
Edelweiss Gold and Silver ETF FoF Direct IDCW
Edelweiss Gold and Silver ETF FoF Regular Growth
Edelweiss Gold and Silver ETF FoF Regular IDCW
Edelweiss Gold and Silver ETF FoF Direct Growth
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
Edelweiss Nifty Smallcap 250 Index Fund Regular IDCW
Edelweiss Nifty Smallcap 250 Index Fund Regular Growth
Edelweiss Nifty Smallcap 250 Index Fund Direct IDCW
Edelweiss Nifty Next 50 Index Fund Direct IDCW
Edelweiss Nifty Next 50 Index Fund Regular Growth
Edelweiss Nifty Next 50 Index Fund Regular IDCW
Edelweiss Nifty Next 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular IDCW
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct IDCW
Bharat Lahoti
Nov 2022 - Present
View details
Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Regular IDCW
Edelweiss Large Cap Fund Plan B IDCW
Edelweiss Large Cap Fund Plan C IDCW
Edelweiss Large Cap Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund Regular IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct IDCW
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss ETF - Nifty 50
Edelweiss Exchange Traded Fund Nifty Bank
Edelweiss Nifty 100 Quality 30 Index Fund Regular Growth
Edelweiss Greater China Equity Off shore Fund Regular Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Regular Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Regular Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Regular Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Regular Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Equity Savings Fund Direct IDCW
Edelweiss Equity Savings Fund Regular IDCW
Edelweiss Equity Savings Fund Direct Bonus
Edelweiss Equity Savings Fund Regular Growth
Edelweiss Equity Savings Fund Regular Bonus
Edelweiss Balanced Advantage Fund Regular IDCW Monthly
Edelweiss Balanced Advantage Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Regular IDCW Monthly
Edelweiss Recently Listed IPO Fund Regular Growth
Edelweiss Recently Listed IPO Fund Regular IDCW
Edelweiss Recently Listed IPO Fund Direct IDCW
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss US Technology Equity FoF Direct Growth
Edelweiss US Technology Equity FoF Regular Growth
Edelweiss Nifty 50 Index Fund Direct Growth
Edelweiss Nifty 50 Index Fund Direct IDCW
Edelweiss Nifty 50 Index Fund Regular IDCW
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct IDCW
Edelwei Nifty 100 Quality 30 Index Fund Regular IDCW
Edelweiss Gold and Silver ETF FoF Direct IDCW
Edelweiss Gold and Silver ETF FoF Regular Growth
Edelweiss Gold and Silver ETF FoF Regular IDCW
Edelweiss Gold and Silver ETF FoF Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular IDCW
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct IDCW
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹78,127.92Cr
Date of Incorporation30 Apr 2008
 Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bhavesh Jain is the Current Fund Manager of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹78,128 Cr and the Latest NAV as of 07 Feb 2023 is ₹9.35.
The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
;
Investment ObjectiveThe scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
;
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
801- 802 & 803 - 8th Floor,Windsor Off C.S.T. Road,Kalina-Santacruz (E), Mumbai 400098
Phone
40933400 / 1800-425-0090
Launch Date
30 Apr 2008
E-mail
[email protected]
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
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	1M	3M	6M	All
Fund returns	NA	NA	NA	-4.6%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
The Federal Bank Ltd.	Financial	Equity	5.1%
The Indian Hotels Company Ltd.	Services	Equity	5.0%
Varun Beverages Ltd.	Consumer Staples	Equity	4.9%
Tube Investments Of India Ltd.	Automobile	Equity	4.9%
TVS Motor Company Ltd.	Automobile	Equity	4.8%
Trent Ltd.	Services	Equity	4.5%
Cummins India Ltd.	Capital Goods	Equity	3.9%
Canara Bank	Financial	Equity	3.8%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	3.8%
Yes Bank Ltd.	Financial	Equity	3.5%

Rank (total assets)	#15 in India
Total AUM	₹78,127.92Cr

Date of Incorporation	30 Apr 2008

Fund benchmark	NIFTY Midcap 150 Momentum 50 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	NA
Fund size	₹17.97Cr

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (50)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.22%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Bhavesh JainNov 2022 - PresentView details

Bharat LahotiNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Bhavesh Jain
Nov 2022 - Present
View details

Bharat Lahoti
Nov 2022 - Present
View details